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Atlas Private Wealth Advisors’s BorgWarner BWA Stock Holding History

Atlas Private Wealth Advisors’s Portfolio BWA Stock Details BWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3
Closed – – 226
2021
Q3 		$0 Hold
3
– – ﹤0.01% 753
2021
Q2 		$0 Hold
3
– – ﹤0.01% 794
2021
Q1 		$0 Hold
3
– – ﹤0.01% 869
2020
Q4 		$0 Buy
+3
New +$102 ﹤0.01% 756

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Atlas Private Wealth Advisors's BWA Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of BorgWarner (BWA) in Q4 2021, closing a stake of 3 shares.

Atlas Private Wealth Advisors first reported a position in BWA in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q3 2021. 632 funds tracked by Wall St. Rank hold BWA as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining BorgWarner position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 3 BorgWarner shares in Q4 2021.
  • Atlas Private Wealth Advisors first reported a position in BorgWarner in Q4 2020 and held it in 4 quarters.
  • Atlas Private Wealth Advisors's BorgWarner position peaked at $0 in Q3 2021.
  • 632 funds tracked by Wall St. Rank held BorgWarner as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.